Important Webinar for GA Residents
RSVP NOW!

Sign up today! No charge to attend!

Tax Planning for Retirement: Tips for Optimizing Your Tax Strategy

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

If you have an IRA, Roth, 401k, 403b or any other retirement accounts, you don’t want to miss the opportunity to learn about:

  • What’s new and changing for taxes and Social Security in 2024.²
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • Immediate, actionable steps to help protect your savings from heavy, unnecessary “retirement taxes.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Strategies to help you avoid “401k and IRA tax pitfalls.”
  • Social Security strategies to help minimize taxes on your benefits.
  • And MUCH more.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Webinar Dates & Times

– Tuesday, April 2 at 6:30 p.m. EDT

– Thursday, April 4 at 6:30 p.m. EDT

– Saturday, April 6 at 10:30 a.m. EDT

REGISTRATION CLOSES IN:

Days
Hours
Minutes
Seconds
Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how you may be able to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

ahcbg2.jpeg

FEATURED PRESENTER:

Corey Lamirande
Financial Professional | Gorra Financial Group
Corey is an Independent Financial Professional with eleven years of experience in managing government fiscal resources and financial practices. He specializes in retirement income planning and has experience in navigating the federal & public employees’ pension programs. Corey is part of a larger Advisory Team with Gorra Financial Group and is affiliated with a 501(c)(3) Non-Profit Organization, The Foundation For Financial Education.

Below is the link to both organizations.
– Gorra Financial Group URL: https://www.gorrafinancialgroup.com/
– Foundation for Financial Education (F3E) URL: https://f3eonline.org/

Corey holds a Bachelors from Bryant University & a Masters from the University of Maryland in Business Administration and Finance.

Notably, Corey is a 22-year Army War Veteran who has been awarded the Purple Heart. He served proudly as an Airborne RANGER and achieved the rank of Lieutenant Colonel.

During his last twelve years of service, Corey put his degrees to good use and transitioned into a Finance role with the Department of the Army, where he achieved his Fiscal Law certification and held elevated financial positions such as DoD Budget Analyst and Financial Program Manager.

When Corey left the Army, he transitioned to Gorra Financial Group and joined the Foundation For Financial Education, where he helps empower Americans to reach their financial potential!
SIGN UP NOW!

© 2024 Taxes Declassified | Privacy Policy

¹ https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts

² https://www.ssa.gov/cola/

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

* Martin H. Ruby. “The No-Compromise Retirement Plan, 2nd Edition.” Stonewood Financial (Publishers), 2019.
*https://www.investopedia.com/explaining-biden-s-tax-plan-5080766

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Gorra Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity, or securities product. Licensed Insurance Professional. Attend and learn how financial products, including annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. We are not affiliated with any government agency.